JC
Jan P. Christensen
EAGLE STRATEGIES LLC
S. JORDAN, UT 84095
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CRD#: 1964900
JC
Professional summary
Jan Peter Christensen is a registered financial advisor currently at EAGLE STRATEGIES LLC located in S. Jordan, Utah and NYLIFE SECURITIES LLC located in South Jordan, Utah.
Jan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Jan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA CHRISTENSEN FINANCIAL AND INSURANCE SERVICES] [TOWERS JSC, LLC; LIMITED PARTNER OF AN OFFICE BUILDING AND RECEIVE RENTAL INCOME.; 10421 S. JORDAN GATEWAY, SOUTH JORDAN, UT 84095; START DATE 12/2014; ROLE/TITLE: PARTNER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [CYPRESS CAPITAL LLC; PASSIVE INVESTOR; REAL ESTATE FUNDED LOANS; START DATE 10/2007] [JASC, UTAH LLC; THIS LLC WILL RECEIVE INCOME FROM CFC; PASSIVE INCOME; START DATE 01/2008] [OLYMPUS CAPITAL INVESTMENT, LLC; PASSIVE INVESTOR; REAL ESTATE FUNDED LOANS; START DATE 10/2007] [SHIZ-UTAH LLC; OWNER; THIS LLC WILL RECEIVE INCOME FROM OLYMPUS CAPITAL AND CYPRESS CAPITAL; START DATE 01/2008] [JCSC LLC; RENTAL INCOME; INVESTMENT RELATED; START DATE 01/2008] [NYLARC Holding Company; Investing in New York Life's Reinsurance Company; 210 Park Avenue, 2nd Floor Florham Park, New Jersey 07932; Start Date 07/2018; Role/Title: Subscriber-passive investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [CFC Inc.; Randy Luke who is the owner of CFC takes my money and invests it in Equipment Leases. I receive monthly income and then reinvest it.; 1935 E. Vine Street, Murray Utah 84121 Suite 220; Start Date 10/2007; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Temple Rock LLC; My wife and I purchased a Lot in Southern Utah so we could build a second home eventually. I am 50% owner of the LLC and Sharon is 50%.; 2356 E. Bear Hills Drive Draper Utah 84020; Start Date 10/2020; Role/Title: Manager; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Watercolors by Sharon LLC; My wife has a website to sell her watercolor artwork.; 2356 E. Bear Hills Drive Draper Utah 84020; Start Date 01/2023; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner]
CRS (Client Relationship Summary) - RIA
Click below to view Jan Peter Christensen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 24, 2000 - Present
EAGLE STRATEGIES LLC
Office #1: 10421 S. Jordan Gateway, #600, S. Jordan, UT 84095RIA
CRD#: 110826
S. JORDAN, UT
Current
August 14, 1989 - Present
NYLIFE SECURITIES LLC
Office #1: 10421 S Jordan Gateway Ste 600, South Jordan, UT 84095BD
CRD#: 5167
SOUTH JORDAN, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/4/1996)
RR
California(4/25/1994)
RR
Florida(5/23/2022)
RR
Georgia(9/24/2020)
RR
Hawaii(1/31/2012)
RR
Idaho(5/23/1996)
RR
Iowa(10/28/2003)
RR
Massachusetts(1/26/2022)
RR
Montana(9/9/2003)
RR
Nebraska(6/6/2017)
RR
Ohio(9/2/2025)
RR
Oregon(1/3/2023)
RR
South Carolina(10/19/2022)
RR
Texas(3/8/2021)
RR
Utah(1/2/1990)
IAR
Utah(3/24/2000)
RR
Vermont(9/7/2017)
IAR
Vermont(10/9/2017)
RR
Washington(1/15/2002)
RR
Wyoming(3/17/1994)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826S. Jordan, UT 84095TRUST BUT VERIFY
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